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TriState Capital Holdings, Inc.

TSCDelisted Jun 1, 2022
Industry
State Commercial Banks
SEC CIK
0001380846

TriState Capital Holdings, Inc. was delisted on Jun 1, 2022; its insiders filed their last Form 4 on Jun 2, 2022; 153 institutions reported holding it in 13F filings for Q1 2022, worth $875.6M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in TriState Capital Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
153
+24 vs. Q3 2021
Shares held
25.7M
+313.0K (+1.2%) vs. Q3 2021
Total value
$778.6M
+$239.8M (+44.5%) vs. Q3 2021
New holders
51
32 more added
Sold out
27
48 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 153 institutions
Q1 2021: 140 institutionsQ2 2021: 124 institutionsQ3 2021: 129 institutionsQ4 2021: 153 institutionsQ1 2022: 153 institutionsQ2 2022: 2 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $778.6M
Q1 2021: $586.1MQ2 2021: $514.8MQ3 2021: $538.7MQ4 2021: $778.6MQ1 2022: $875.6MQ2 2022: $2.30MQ3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TSC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20222$2.30M
Q1 2022153$875.6M
Q4 2021153$778.6M
Q3 2021129$538.7M
Q2 2021124$514.8M
Q1 2021140$586.1M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding TriState Capital Holdings, Inc.; share changes are against Q3 2021.

Institutions holding TSC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Premier Fund Managers Ltd74,200$2.25M0.07%00.0%Unchanged
Barclays PLC75,651$2.29M0.00%+30,160+66.3%Added
Harvest Management LLC76,600$2.32M1.79%+76,600New
Comerica Bank85,798$2.53M0.02%−38,974−31.2%Reduced
American Century Companies Inc86,741$2.63M0.00%+22,862+35.8%Added
Wolverine Asset Management LLC94,891$2.87M0.03%+94,891New
Bank of America Corp103,653$3.14M0.00%−77,967−42.9%Reduced
D. E. Shaw & Co., Inc.108,501$3.28M0.00%−105,868−49.4%Reduced
Bank of New York Mellon Corp112,482$3.40M0.00%−263,198−70.1%Reduced
Bridgeway Capital Management, LLC122,900$3.72M0.07%00.0%Unchanged
Alberta Investment Management Corp124,600$3.77M0.02%+124,600New
Ergoteles LLC133,128$4.03M0.16%+133,128New
NBW Capital LLC134,519$4.07M0.91%−555−0.4%Reduced
CNH Partners LLC142,948$4.33M0.13%+142,948New
Assenagon Asset Management S.A.148,697$4.50M0.02%+148,697New
Renaissance Technologies LLC154,200$4.67M0.01%+66,000+74.8%Added
Stephens Inc157,123$4.75M0.07%−22,808−12.7%Reduced
Deutsche Bank AG172,414$5.22M0.00%−7,657−4.3%Reduced
Banc Funds Co LLC175,913$5.32M0.40%−436,863−71.3%Reduced
Fuller & Thaler Asset Management, Inc.183,140$5.54M0.03%−385,825−67.8%Reduced
Charles Schwab Investment Management Inc197,396$5.97M0.00%+3,462+1.8%Added
Goldman Sachs Group Inc199,917$6.05M0.00%+1,311+0.7%Added
Candriam Luxembourg S.C.A.207,290$6.27M0.04%+207,290New
Norges Bank207,900$6.29M0.00%+160,000+334.0%Added
Brown Advisory Inc211,379$6.40M0.01%−914,301−81.2%Reduced
JPMorgan Chase & Co211,450$6.40M0.00%+169,768+407.3%Added
IndexIQ Advisors LLC212,618$6.43M0.22%+212,618New
Marshall Wace, LLP235,328$7.12M0.01%+235,328New
Morgan Stanley236,839$7.17M0.00%+203,917+619.4%Added
Crabel Capital Management, LLC243,902$7.38M1.32%+243,902New
Prelude Capital Management, LLC244,053$7.38M0.37%+176,209+259.7%Added
Eagle Asset Management Inc272,940$8.29M0.04%−53,815−16.5%Reduced
Wedge Capital Management L L P284,429$8.61M0.11%−149,129−34.4%Reduced
Balyasny Asset Management LLC285,006$8.62M0.04%+285,006New
Heartland Advisors Inc300,000$9.08M0.53%−100,000−25.0%Reduced
Citigroup Inc318,286$9.63M0.01%+307,466+2,841.6%Added
Northern Trust Corp331,644$10.0M0.00%−11,172−3.3%Reduced
Alliancebernstein L.P.334,069$10.1M0.00%+323,141+2,957.0%Added
Verition Fund Management LLC340,208$10.3M0.13%+340,208New
Next Century Growth Investors LLC420,115$12.7M1.14%−7,661−1.8%Reduced
Nuveen Asset Management, LLC437,662$13.2M0.00%−367−0.1%Reduced
Geode Capital Management, LLC503,016$15.2M0.00%−846−0.2%Reduced
Chicago Capital Management, LLC553,114$16.7M11.56%+553,114New
Water Island Capital LLC576,122$17.4M0.96%+576,122New
Tudor Investment Corp Et Al750,013$22.7M0.44%+750,013New
State Street Corp754,918$22.8M0.00%+30,707+4.2%Added
Magnetar Financial LLC824,004$24.9M0.25%+824,004New
Vanguard Group Inc1,433,823$43.4M0.00%+41,476+3.0%Added
Millennium Management LLC1,478,171$44.7M0.05%+1,434,158+3,258.5%Added
Dimensional Fund Advisors LP1,499,036$45.4M0.01%−17,205−1.1%Reduced
Versor Investments LP1,894,065$57.3M1.73%+1,894,065New
BlackRock Inc.2,215,234$67.0M0.00%−1,195,211−35.0%Reduced
Stone Point Capital LLC2,770,083$83.8M2.94%00.0%Unchanged
Hood River Capital Management LLC0$00.00%−960,599−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−850,119−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−723,263−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−650,220−100.0%Sold out
Elizabeth Park Capital Advisors, Ltd.0$00.00%−264,940−100.0%Sold out
Hotchkis & Wiley Capital Management LLC0$00.00%−213,320−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−161,031−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−88,145−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−52,769−100.0%Sold out
Acadian Asset Management LLC0$00.00%−35,053−100.0%Sold out
Ancora Advisors, LLC0$00.00%−34,253−100.0%Sold out
Prudential Financial Inc0$00.00%−34,199−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−28,212−100.0%Sold out
LPL Financial LLC0$00.00%−23,197−100.0%Sold out
Oxbow Advisors, LLC0$00.00%−19,688−100.0%Sold out
Winton Group Ltd0$00.00%−18,871−100.0%Sold out
TownSquare Capital, LLC0$00.00%−16,811−100.0%Sold out
Boenning & Scattergood, Inc.0$00.00%−15,000−100.0%Sold out
HRT Financial LP0$00.00%−14,565−100.0%Sold out
SEI Investments Co0$00.00%−12,241−100.0%Sold out
M&T Bank Corp0$00.00%−11,969−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−3,500−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,162−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−1,414−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−1,200−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−610−100.0%Sold out
Federated Hermes, Inc.0$00.00%−38−100.0%Sold out